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Hubly Reviews, Pricing, Features & Alternatives in 2026

Hubly is a financial advisory operating system that helps you streamline your firm's workflows, enhance client onboarding, and ensure team accountability for a consistent, scalable client experience.

Financial Advisory Software Workflow Automation Tools Client Onboarding Software Team Collaboration Software Compliance Management Software
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Founded • United States • Cloud-based
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Product Overview & Demo

Main Demo Video

Overview
Features
Setup

What is Hubly?

Hubly is designed to transform your financial advisory firm's operations by providing a centralized platform to manage client onboarding, recurring services, and team workflows. You get to track client progress, assign clear responsibilities, and avoid missed tasks, helping you deliver a high-touch, stress-free client experience even as you scale. The software offers over 100 workflow templates tailored specifically for financial advisory needs, making setup and customization easier for your team.

With Hubly, you can automate tedious administrative work, maintain compliance, and ensure a consistent onboarding process across your firm. It also provides a 'single source of truth' client card to quickly access client details and features automated reminders to keep you on schedule. The platform supports team accountability by letting you see what everyone is working on at a glance. Hubly offers a 30-day free trial and demo to help you get started with improving your firm's efficiency and client service.

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

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Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use Hubly?

Best for Company Sizes

Popular Industries

Our Verdict

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User Reviews

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